/** * Help Resources Page * * Comprehensive help documentation for the Resources management page. */ import React from 'react'; import { useNavigate, Link } from 'react-router-dom'; import { ArrowLeft, ClipboardList, Users, Building, Wrench, Calendar, Settings, CheckCircle, ChevronRight, HelpCircle, Clock, Plus, Eye, Pencil, Search, Keyboard, Layers, ToggleLeft, AlertCircle, } from 'lucide-react'; const HelpResources: React.FC = () => { const navigate = useNavigate(); return (
{/* Back Button */} {/* Header */}

Resources Guide

Manage staff, rooms, and equipment for scheduling

{/* Overview Section */}

Overview

Resources are the bookable entities in your scheduling system - staff members, rooms, equipment, or any other asset that needs time-slot management. Every appointment in your system is assigned to a resource.

The Resources page displays all your resources in a table format with their type, upcoming appointment counts, capacity settings, and status. From here you can create new resources, edit existing ones, and view individual resource calendars.

Properly configured resources are essential for preventing double-booking and ensuring your scheduler displays availability correctly.

{/* Resource Types Section */}

Resource Types

SmoothSchedule supports three built-in resource types, each with an associated icon and color coding:

Staff

Team members who provide services - stylists, therapists, consultants, doctors, etc. Can be linked to a staff user account.

Room

Physical spaces - consultation rooms, massage rooms, studios, courts, meeting rooms, etc.

Equipment

Tools and machinery - laser machines, MRI scanners, rental equipment, vehicles, etc.

Custom Resource Types: You can create additional resource types in Settings > Resource Types to match your specific business needs (e.g., "Vehicle", "Studio", "Instructor").

{/* The Resources Table Section */}

The Resources Table

The main view shows all resources in a table with the following columns:

Resource Name

The name and type icon of the resource. The icon indicates whether it's Staff (blue person), Room (green building), or Equipment (purple wrench).

Type

Type

A color-coded badge showing the resource type (Staff, Room, or Equipment).

Upcoming

The count of future appointments assigned to this resource. Helps you see at a glance how busy each resource is.

Capacity

Shows "1 at a time" for single-booking resources or "X simultaneous" for multilane resources that can handle multiple concurrent appointments.

Status

Indicates whether the resource is active and available for scheduling.

Actions

View Calendar button to see the resource's schedule, and an Edit button to modify resource settings.

{/* Creating a Resource Section */}

Creating a Resource

Click the "Add Resource" button in the top right to open the creation form:

  1. 1

    Select Resource Type

    Choose Staff, Room, or Equipment from the dropdown. This determines the icon and how the resource behaves.

  2. 2

    Link Staff Member (Staff type only)

    For Staff resources, search and select a staff user from your team. This links the resource to their user account. Type to search by name or email, use arrow keys to navigate, and press Enter to select.

  3. 3

    Enter Resource Name

    Give the resource a descriptive name that will appear in the scheduler and booking interface (e.g., "Sarah (Stylist)", "Massage Room 1", "Laser Machine").

  4. 4

    Add Description (Optional)

    Add notes about the resource for internal reference.

  5. 5

    Configure Multilane Mode (Optional)

    Toggle on to allow multiple simultaneous bookings. Set the number of lanes (2-10) for resources like group classes or shared equipment.

  6. 6

    Save

    Click "Create Resource" to add the resource. It will appear immediately in the table and be available in the scheduler.

{/* Staff Autocomplete Section */}

Staff Member Autocomplete

When creating a Staff resource, you'll use an autocomplete field to link the resource to a staff user account:

Search

Start typing to filter staff members by name or email. Results appear in a dropdown below the input.

Keyboard Navigation

Use ↑/↓ arrow keys to highlight options, Enter to select, and Escape to close the dropdown.

Selection Confirmation

Once selected, a green indicator shows "Selected: [Name]" below the input field confirming your choice.

Staff must first be added via the Staff page before they can be linked to a resource. If you don't see someone in the autocomplete, make sure they have a staff account.

{/* Multilane Mode Section */}

Multilane Mode

Multilane mode allows a single resource to handle multiple appointments at the same time. This is useful for:

  • Group fitness instructors who can teach multiple clients
  • Rooms with multiple stations (salon chairs, dental chairs)
  • Equipment that can be shared (3D printers, charging stations)
  • Classes with limited capacity (yoga classes, workshops)

Enable Multilane

Toggle the "Multilane Mode" switch in the resource form. When enabled, a number input appears.

Set Lane Count

Enter the number of simultaneous appointments allowed (2-10). For example, set to 5 for a yoga class with 5 spots.

In the Scheduler: When viewing a multilane resource, overlapping appointments appear in separate horizontal lanes, making it easy to see all concurrent bookings.

{/* Viewing a Resource Calendar Section */}

Viewing a Resource Calendar

Click the "View Calendar" button on any resource row to open a dedicated calendar view for that resource:

Focused View

See only the appointments assigned to this specific resource, without clutter from other resources.

Date Navigation

Navigate between weeks to see past and future appointments for planning and review.

Appointment Details

Click on any appointment in the calendar to view its full details.

{/* Editing a Resource Section */}

Editing a Resource

Click the pencil icon in the Actions column to edit a resource. The edit form pre-fills with the current values.

You can change:

  • Resource type (Staff, Room, Equipment)
  • Linked staff member (for Staff resources)
  • Resource name and description
  • Multilane settings and lane count

Changing a resource's type or linked staff member may affect how existing appointments display. The appointments themselves remain intact.

{/* Benefits Section */}

Benefits

  • Prevent Double-Booking: Resources automatically block conflicting time slots
  • Accurate Availability: Customers only see times when resources are actually free
  • Flexible Capacity: Multilane mode supports group bookings and shared resources
  • Staff Integration: Link resources to staff accounts for proper attribution and filtering
  • Quick Visibility: Upcoming appointment counts show resource utilization at a glance
{/* Related Features */}

Related Features

Scheduler Guide Staff Management Resource Types Settings Services Guide
{/* Need More Help */}

Need More Help?

Our support team is ready to help with any questions about managing resources.

); }; export default HelpResources;